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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B β†’ $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,047 β†’ 1,109 (+62)

0.75% less ownership

Funds ownership: 49.65% β†’ 48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 44 β†’ 42 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
1026
Lake Point Wealth Management
Texas
$23K +$22.7K +586 New
OIA
1027
Optimum Investment Advisors
Illinois
$22K – – –
RCM
1028
Regency Capital Management
Hawaii
$22K – – –
JWM
1029
Janiczek Wealth Management
Colorado
$22K +$2.94K +76 +16%
FRA
1030
Front Row Advisors
California
$20K – – –
TFGT
1031
TS Financial Group (TSFG)
Illinois
$20K – – –
SGAM
1032
Smith Group Asset Management
Texas
$20K +$1.94K +50 +11%
BU
1033
BBVA USA
Alabama
$20K +$19.2K +496 New
MCM
1034
Manchester Capital Management
Vermont
$20K +$19.2K +496 New
EWM
1035
Edge Wealth Management
New York
$20K +$19.3K +500 New
ME
1036
McIlrath & Eck
Washington
$18K -$813 -21 -4%
GWS
1037
Glassman Wealth Services
Virginia
$18K +$1.7K +44 +11%
HWA
1038
HHM Wealth Advisors
Tennessee
$17K – – –
FWM
1039
Focused Wealth Management
New York
$17K +$193 +5 +1%
TCWA
1040
Ten Capital Wealth Advisors
Washington
$17K +$8.71K +225 +108%
DOA
1041
D'Orazio & Associates
Virginia
$16K -$7.12K -184 -31%
CH
1042
Canton Hathaway
Rhode Island
$16K – – –
RAM
1043
Riggs Asset Management
Pennsylvania
$16K – – –
RIM
1044
Rockbridge Investment Management
New York
$16K – – –
EAM
1045
Eukles Asset Management
Ohio
$15K – – –
SL
1046
Savior LLC
Massachusetts
$15K – – –
ST
1047
Smithfield Trust
Pennsylvania
$15K – – –
AIC
1048
Archer Investment Corporation
Indiana
$13.4K – – –
PFBT
1049
Parkside Financial Bank & Trust
Missouri
$13K -$19.5K -505 -61%
ADL
1050
Asset Dedication LLC
California
$13K – – –

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B β€” up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out β€” a net gain of 67 holders β€” while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.